Summerside, Pe Client services occupations Jobs – 4 Openings This Week

Client Success Manager
Navigate Financial Solutions Inc. —Summerside, PE
- $45,000–$60,000 a year
- Full-time
- CRM software
- Microsoft Outlook
- Salesforce
- Disability insurance
- Dental care
Quick apply
4d
Account Manager - Automotive
EBlock Inc. —Prince Edward Island
- $60,000–$80,000 a year
- Overtime
- Remote
- Sales
- English
- High school diploma or GED
- Dental care
- Paid time off
Senior Client Onboarding Specialist
Rise People Inc. —Canada
- $60,000–$70,000 a year
- Full-time
- Remote
- Salesforce
- English
- Project management
- Dental care
- Paid time off
B2B Sales Support Coordinator
Staples —Canada
- $37,100–$46,350 a year
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Dental care
5d

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Client Success Manager
Navigate Financial Solutions Inc. —Summerside, PE
Manage electronic documents and digital filing. Make outbound calls for service and follow-up. RRSP matching and bonus program after one year.
$45,000–$60,000 a year
Quick apply
4d
Home Support Worker
Compassion First Care Services —Summerside, PE
Valid driver's license and full insurance. You will work closely with clients, families, and healthcare professionals to deliver high-quality care and support,…
$19 an hour
Quick apply

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Individual Life & DI Insurance Client Service
The Insurance Advisory Group Inc. —Toronto, ON
The primary responsibilities will be to provide client service support to sales staff through the preparation of proposals, processing of renewals, the creation…
$65,000–$75,000 a year
Quick apply
Client Services Associate
Service Plus Aquatics Inc —Burlington, ON
College diploma or university degree in Business Administration, Customer Service, Accounting, or a related field.
$55,000–$60,000 a year
Quick apply
9d

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Client Success Manager

Navigate Financial Solutions Inc.
Summerside, PE

Quick apply

Job details

Full-time
4 days ago

Benefits

RRSP match
Disability insurance
Dental care
Paid time off
Paid vacation
Vision care
Life insurance
On-site parking

Skills

CRM software
Customer communication
Microsoft Outlook
Customer appointment booking
Salesforce Platform
Salesforce
Administrative support experience
Filing
Client relationship development
Administrative experience
Schedule management
Client services
Customer service orientation
Financial services
Outbound calling
Communication skills
Client interaction
Office experience

Full job description

Client Services Coordinator

Summerside, PEI | Full-Time | In Office

At Navigate Financial Solutions, we help clients through some of the most important moments of their lives—from preparing for retirement and selling a business to planning an estate or coping with the loss of a loved one.

We're looking for a caring, organized, and professional Client Services Coordinator to join our Summerside office. This role combines administration, client communication, scheduling, and relationship management. You'll be an important point of contact for our clients and part of a team focused on providing exceptional service.

What We Offer

Salary: $45,000–$60,000 per year
Three weeks of paid vacation
100% employer-paid group benefits
RRSP matching and bonus program after one year
Comprehensive training and support
Flexible start time – typically 8:00 a.m.–4:30 p.m. or 9:00 a.m.–5:30 p.m.
Long-term career growth within a growing financial planning firm

Why the wide salary range? We're open to both experienced candidates and those earlier in their careers. Candidates with directly relevant experience in financial services, administration, or a client-focused professional office would generally fall toward the higher end of the range.

What You'll Do

Build and maintain positive relationships with clients
Schedule client meetings and reviews
Communicate regularly with clients by phone and email
Make outbound calls for service and follow-up
Assist with administrative requests and documentation
Maintain accurate client records within our CRM
Support financial advisors with day-to-day client service
Manage electronic documents and digital filing
Work with our team to provide timely and compassionate service

What We're Looking For

Strong communication and interpersonal skills
Comfortable speaking with clients regularly by phone
Strong organization and attention to detail
Ability to manage multiple priorities
Comfortable in a technology-focused, paperless environment
Proficiency with Microsoft Outlook and standard office software
Professionalism, discretion, and a genuine desire to help people

Previous administrative or client-service experience is an asset, but we're willing to train the right person.

Experience in financial services, banking, insurance, medical, physiotherapy, dental, legal, accounting, or another professional office environment would be an asset. Experience with Salesforce or another CRM is also beneficial.

You don't need financial-services experience to succeed here. We're looking for someone who enjoys working with people, communicates well, stays organized, and wants to be part of a professional and supportive team.

A quick note for applicants: While a cover letter isn't required, preference for interviews will be given to candidates who include a brief written cover letter explaining why they would be a great addition to our team. Tell us a little about your communication skills, why you enjoy interacting with people, and what you would bring to this client-focused role.

At Navigate Financial Solutions, our team gets to support clients through both the best and most difficult moments of their lives. If that type of work is meaningful to you, we'd love to hear from you.

Work Location: In Person – Summerside, PEI

Pay: $45,000.00-$60,000.00 per year

Benefits:

Dental care
Disability insurance
Life insurance
On-site parking
Paid time off
RRSP match
Vision care

Experience:

CRM software: 1 year (preferred)
Administrative: 1 year (required)

Location:

Summerside, PE C1N 1B4 (preferred)

Work Location: In person

Quick apply

Refine Your Search

client services occupations jobs in summerside, pe

Client Success Manager

Account Manager - Automotive

Senior Client Onboarding Specialist

B2B Sales Support Coordinator

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